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Webster Financial
WBS

Overview Fund Activity

489 hedge funds and large institutions have $8.19B invested in Webster Financial in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 163 increasing their positions, 196 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+1
Holders Change %
+0.2%
% of All Funds
6.56%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
65
Increased
163
Reduced
196
Closed
59
Calls
$29.2M
Puts
$16.4M
Net Calls
+$12.8M
Net Calls Change
+$8.68M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$198M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$85.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$598M
4
Millennium Management
4
Millennium Management
New York
$83M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$416M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$48.8M
2
Holocene Advisors
2
Holocene Advisors
New York
$0
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$17.6M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$74.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$81.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
476
Hughes Financial Services
Virginia
$618 -$1.07K -19 -63%
BFS
477
Bare Financial Services
Pennsylvania
$437 -$601 -11 -58%
BHWM
478
Bay Harbor Wealth Management
Maryland
$436 +$164 +3 +60%
TIM
479
Tortoise Investment Management
New York
$382 +$382 +7 New
CFD
480
Creative Financial Designs
Indiana
$273 -$2.35K -43 -90%
LFG
481
Larson Financial Group
Missouri
$273 -$764 -14 -74%
SS
482
SBI Securities
Japan
$273 – – –
CA
483
CoreCap Advisors
Michigan
$218 -$600 -11 -73%
MCM
484
MV Capital Management
Maryland
$164 -$109 -2 -40%
Optiver Holding
485
Optiver Holding
Netherlands
$164 +$164 +3 New
CIAS
486
CBIZ Investment Advisory Services
Ohio
$164 +$164 +3 New
AWM
487
Activest Wealth Management
Florida
$55 -$3.96K -72 -99%
PWA
488
Principia Wealth Advisory
Texas
$55 -$495 -9 -90%
SC
489
Stephens Consulting
Michigan
$55 +$55 +1 New
Holocene Advisors
490
Holocene Advisors
New York
– -$38.4M -744,816 Closed
CF
491
Corebridge Financial
Texas
– -$9.76M -189,304 Closed
MGP
492
M&G plc
United Kingdom
– -$9.57M -184,129 Closed
CLGM
493
Capitolis Liquid Global Markets
New York
– -$7.78M -151,000 Closed
GCM
494
Graham Capital Management
Connecticut
– -$5.44M -105,608 Closed
BFM
495
Boothbay Fund Management
New York
– -$5.02M -97,431 Closed
FA
496
Fiducient Advisors
Illinois
– -$3.94M -76,506 Closed
APF
497
Alaska Permanent Fund
Alaska
– -$2.73M -57,684 Closed
CAU
498
Caxton Associates (UK)
– -$2.52M -48,851 Closed
HSBC Holdings
499
HSBC Holdings
United Kingdom
– -$1.85M -36,030 Closed
BAM
500
Bayview Asset Management
Florida
– -$1.84M -35,699 Closed
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